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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
101
St. Johns Investment Management
Florida
$14.6M -$249K -7,246 -2%
PFM
102
Peak Financial Management
Massachusetts
$14.5M +$59.7K +1,735 +0.4%
SLT
103
St Louis Trust
Missouri
$14.3M – – –
NSAM
104
North Star Asset Management
Wisconsin
$14.3M +$743K +21,596 +6%
AWM
105
Avior Wealth Management
Nebraska
$14.1M +$175K +5,089 +1%
WTC
106
WhitTier Trust Company
Nevada
$14M -$62.2K -1,806 -0.5%
RSEWM
107
River's Edge Wealth Management
Pennsylvania
$13.9M +$428K +12,422 +3%
KCPG
108
Kavar Capital Partners Group
Kansas
$13.9M +$527K +15,308 +4%
HWM
109
HB Wealth Management
Georgia
$13.7M +$2.08M +60,558 +19%
BAMG
110
Brand Asset Management Group
Missouri
$13.7M -$274K -7,954 -2%
VNA
111
Valley National Advisers
Pennsylvania
$13.5M +$75K +2,179 +0.6%
AWMG
112
Alliance Wealth Management Group
New Jersey
$13.4M -$406K -11,783 -3%
TCM
113
Towercrest Capital Management
Pennsylvania
$13.4M -$406K -11,783 -3%
FLFS
114
Family Legacy Financial Solutions
North Carolina
$13.4M +$1.59M +46,271 +15%
DC
115
Davenport & Co
Virginia
$13.4M -$1.7M -49,396 -12%
AFP
116
Ausdal Financial Partners
Iowa
$13.2M +$2.06M +59,837 +20%
LCC
117
Lincoln Capital Corp
Rhode Island
$12.9M +$248K +7,212 +2%
SW
118
Simplicity Wealth
New Jersey
$12.8M +$12M +348,047 New
CA
119
Clearstead Advisors
Ohio
$12.8M -$71.8K -2,086 -0.6%
SFWC
120
Strategic Family Wealth Counselors
New Jersey
$12.8M -$35.8K -1,041 -0.3%
CKAIS
121
Christensen King & Associates Investment Services
Washington
$12.8M -$315K -9,145 -3%
EGWAG
122
Elwood & Goetz Wealth Advisory Group
Georgia
$12.7M -$45K -1,308 -0.4%
MCC
123
Money Concepts Capital
Florida
$12.6M -$433K -12,580 -4%
LA
124
LexAurum Advisors
Kansas
$12.6M -$1.39M -40,341 -11%
OFG
125
Omega Financial Group
California
$12.6M -$233K -6,769 -2%
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